Independent Financial Planner (Client Bank Available)

Independent Financial Planner (Client Bank Available)


Posted 3 days ago

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Job Title: Independent Financial Planner (Client Bank Available)

Salary: £55,000 - £65,000 + Bonus

Location: Newcastle

This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow, despite the challenges of Covid.

They place an emphasis on client care and providing a tailored solution. They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, IHT, Tax & employee benefits along with some corporate financial planning. They have long standing relationships with a great deal of their clients and have an excellent client-retention rate to go with this.

They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer which includes flexible working options.

The business is built around having a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance of building a career with them.

The Role:

This role would suit someone who is technically minded and who has a natural ability to develop relationships, create introducers, and create referrals to keep a constant stream of business enquiries coming in.

There will be a focus around writing strong business levels and increasing the client following within the practice. There is an excellent bonus structure to accommodate advisors who are looking for a firm that really rewards strong performance and want to maximise their own earnings.

There is also good admin and paraplanning support available for the incoming advisor along with a smooth compliance process from a firm that embrace the use of technology to make the advice process easier.

So if you are confident in your own ability but being limited by a lack of back office support or restricted by a limited bonus structure then this could be a great move for you.

The Required Skills:

  • Level 4 Diploma Qualified as a minimum and signed off with Competent Adviser Status (CAS).
  • Track record of converting leads and generating lasting relationships with both introducers and clientele.
  • Strong technical knowledge around pensions and Investments.
  • Knowledge and understanding of cash-flow modeling would be advantageous.

If you are interested in hearing more about this position, please get in touch with us at Capio.